Creating new Projects from your Sidebar in ClickUp is easy!

How to

  1. Click the ellipses icon ... next to the PROJECTS title in the sidebar
  2. Click New project 
  3. Opt to create a new Project, or make one from a template
  4. Add Lists
  5. Click Create Project 

Options

  1. New Project
    - Create a blank canvas with new, empty Lists
    - Choose existing or new workflow statuses
  2. Project from Template
    - Select the second tab titled "Templates" in the create-project window
    - This creates the Project's tasks and Lists based on a template you've previously made
    - Choose exactly what you want to include in this new Project
    - Remap due dates to preserve their relative times

Setting up Custom Fields

With our Custom Fields feature, you can create a completely unique task field to set a value, budget, or really anything for a task! Here's how to set them up for a Project:

  1. Click on the ellipses ... next to a Project in the left sidebar.
  2. Select Edit custom fields 
  3. Select Add Custom Field from the popup that appears

* Note that those on the FreeForever Plan are limited to 100 uses of Custom Fields.

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